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IntakeQ / PracticeQ
to
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IntakeQ / PracticeQ
 and
Twilio
 with AI.

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IntakeQ / PracticeQ
 and
Twilio
 integration

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IntakeQ / PracticeQ
and
Twilio
automation with AI

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Explore available triggers and actions

IntakeQ / PracticeQ

Client created

Gets triggered when a new client is created

trigger

Webhook Trigger

Manually setup a webhook trigger in your IntakeQ dashboard

trigger

Treatment note created

Gets triggered when a new treatment note is created

trigger

Claim created

Trigger when a new claim is created

trigger

Client updated

Gets triggered when an existing client is updated

trigger

Get invoice

Gets an invoice by identifier

action

Create appointment

Creates an appointment

action

Update appointment

Updates an appointment

action

Create client

Creates a new client

action

Download consent form

Downloads consent form as a PDF

action

Upload file

Uploads a file for a client

action

Get treatment note

Gets a treatment note by ID

action

Find client

Find a client based on search term or ID

action

Download note

Downloads a note as a PDF file

action

Get treatment notes

Gets a list of treatment notes

action

Send questionnaire

Send an intake package

action

Get intake form

Gets a full intake form by ID

action

Download attachment from intake

Downloads an attachment from an intake form submission

action

Get invoices

Gets a list of invoices that matches the specified search criteria

action

Get appointments

Gets all appointments

action

Get claims

Gets a list of claims that matches the specified search criteria

action

Remove tag from client

Removes a tag from client

action

Update client

Updates an existing client

action

Get questionnaires

List questionnaire templates available

action

Enable practitioner

Enables a practitioner

action

Get appointment

Gets a specific appointment

action

Get clients

Gets all clients

action

Add tag to client

Adds a tag to client

action

Disable practitioner

Disables a practitioner

action

Download intake form

Downloads an intake form as a PDF

action

Get intake forms

Retrieves a list of intake forms

action

Update intake form

Updates intake form answers for office use only questions

action

Get settings

Gets all settings

action

Get practitioners

List of all practitioners in the account

action

Twilio

Custom trigger

Triggers on custom Twilio events

trigger

Send SMS

Sends a SMS

action

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Build your
IntakeQ / PracticeQ
 and
Twilio
 automation with AI

BAA on all plans
SOC2 Type II security
External Auditors
7-days data retention

IntakeQ / PracticeQ

IntakeQ (also branded as PracticeQ for practice management) is a cloud-based platform offering customizable electronic intake forms, appointment scheduling, billing, secure client portals, telehealth, payments, and insurance claim management.

Twilio is a cloud communications platform that enables developers to build, scale, and operate real-time communications within software applications, including voice, messaging, and video.

FAQ

Is Keragon HIPAA-compliant?

Yes, Keragon is fully HIPAA-compliant. We implement industry-standard security measures including encryption at rest and in transit, access controls, audit logging, and we sign Business Associate Agreements (BAAs) with all healthcare customers.

How long does it take to set up an integration?

Most integrations can be set up in minutes using our no-code workflow builder. Complex custom integrations may take a few hours depending on your requirements. Our team is available to help with implementation.

Can I customize the workflows?

Absolutely. Our workflow builder allows you to customize every aspect of your integrations including triggers, actions, data mappings, conditional logic, and error handling to match your specific needs.

What happens if an API fails?

Keragon includes built-in retry logic and error handling. Failed requests are automatically retried with exponential backoff. You'll receive alerts for persistent failures, and all events are logged for debugging.

Need help setting up your 
IntakeQ / PracticeQ
 and
Twilio
 integration?

Work with a certified Keragon solution partner to design, optimize, and troubleshoot your 
IntakeQ / PracticeQ
 and
Twilio
 workflows — faster and with confidence.

Hire an expert

Join large healthcare enterprises using Keragon that are strict with HIPAA-compliance.

BAA on all plans
SOC2 Type II security
External Auditors
7-days data retention
CUSTOMER testimonials

Real customers. Real value.

From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.

Keragon helps you grow your practice.

"Keragon hs been an essential partner as we've grown our practice. The personnalized support helped us get systems up and running quickly."

Joey Young
President, Renew Hope and Healing
Keragon is a HIPAA-compliant alternative to Zapier.

“We used Zapier for many of our integrations, but when it came to working with protected health information we had to find a different solution. Keragon has filled that gap really well! Their team has been great to work with and super helpful in getting our integrations up and running!”

Mark Callahan
Head of Engineering, BreatheSuite
I'm not a developer. Keragon set me free!

“Thank you for your response. I started using the demo today; it worked so smoothly... I almost shed a tear. HIPAA Automations.... lovely!!!”

Christian Trujillo
Owner, Diabetes DME
Keragon improves your operational efficiency.

“We’re thrilled to share how Keragon is integral to the success of A Smile for Kids and the safety of our patients’ data. This is especially evident as different, internal ASK systems exchange HIPAA protected information. By using Keragon as a trusted integration platform, we have enhanced our operational efficiency and safeguarded patient data at the highest level!”

Christian Moller-Andersen
Executive Director, A Smile for Kids
Keragon will support you all the way.

“And THANK YOU so much for looking into our zip code issue! It worked! That was a simple fix and now we’re having no problems automating customer creation. I can’t thank you enough for the time and support - we’re absolutely thrilled with how our systems are operating with Keragon. It has truly been a game changer!”

Will McGabe
Director of Social Impact, Hungry Harvest
Keragon is like Zapier for your health care business - only WAY better

“Keragon's support is next level. They take the time to build the connectors and really think through everything with us in a considerate, professional way. We chose our 2.0 tech stack based on software that play nice with Keragon, and that was a really good idea. I feel excited because we now can constantly incrementally improve our operations, and Keragon is the behind the scenes driver of that growth!”

Kevin Bundy
CEO, Alive IV and Wellness
Very easy to use and powerful!

“Keragon is great, but the support is even better. Support is incredibly fast, and you can jump on screen shares for help when needed - this is unheard of. I would highly recommend Keragon for any healthcare organization, big or small, that is looking to connect their systems and automate their workflows using a very intuitive yet super powerful solution. ”

Lesley Van De Mortel
CEO, Lez Van De Mortel Ltd
HIPAA Compliant Zapier & More!

“I like how easy it is to build complex EMR integrations with Aesthetix CRM. Using the Keragon connectors, we have now integrated multiple EMRs, including ModMed. We are excited about the future of building HIPAA-compliant integrations for our customers with Keragon.”

Eric Dunn
CEO, Aesthetix CRM
Huge time saver

“We use a few different systems which leads to a lot of repeating the same steps in each platform. Keragon automated a lot of this for us. Now we can enter information in one place and it will update/add in every platform. The Keragon setup is not easy, but the support is great. I'd highly recommend to practices who use different platforms for patient care.”

Andrew Housholder
MD/Owner, The Morning Sickness Clinic
Fast Scaling Startup Nails Healthcare Automations

“Keragon successfully recreates a similar UI/UX and workflow to other top automation platforms like Zapier and IFTTT. The key difference is that it's one of the few that is HIPAA compliant across a wide range of tools. The team there has done a great job prioritizing the right features. As an automations consultant, I'm able to create the majority of the workflows I need, and find reasonable workarounds (such as using webhooks) to create the rest of them.”

Alvin Liang
Automations Specialist, Integrative NPS